Back to filter
Original filing (PDF)20250618132523NAL0001420195001
INTER OCEAN SYSTEMS, LLC
Form 5500-SF
FILING_RECEIVED
INTER OCEAN SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
29
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTER OCEAN SYSTEMS, LLC.
Plan sponsor
Name
INTER OCEAN SYSTEMS, LLC
EIN
81-2588952
Address
9201 ISAAC STREET · SUITE C · SANTEE, CA · 92071
Phone
(337) 253-0145
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
PHOTONICS INDUSTRIES INTERNATIONAL, INC.
PHOTONICS INDUSTRY INTERNATIONAL, INC 401(K) & PROFIT SHARING PLAN
$4.3M · 79 participants
CANARY MEDICAL USA LLC
CANARY MEDICAL USA LLC 401(K) PLAN
$4.3M · 55 participants
THE MONTALVO CORPORATION
THE MONTALVO CORPORATION 401(K) PROFIT SHARING PLAN
$4.3M · 29 participants
LUNA LABS USA LLC
LUNA LABS USA 401(K) PLAN
$4.4M · 98 participants
LISTEN, INC.
LISTEN, INC. 401(K) RETIREMENT PLAN
$4.4M · 12 participants
DEXTA CORPORATION
DEXTA CORPORATION 401K PROFIT SHARING PLAN & TRUST
$4.2M · 20 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B